|
501
|
Magnus Financial Group
New York
|
$670K
|
+$758
|
+8
|
+0.1%
|
|
|
502
|
Fayez Sarofim & Co
Houston,
Texas
|
$668K
|
+$579K
|
+6,108
|
New
|
|
|
503
|
Northeast Financial Consultants
Westport,
Connecticut
|
$667K
|
–
|
–
|
–
|
|
|
504
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$658K
|
+$44K
|
+464
|
+8%
|
|
|
505
|
Summit Wealth Partners
Orlando,
Florida
|
$652K
|
+$27K
|
+285
|
+5%
|
|
|
506
|
Allworth Financial
Folsom,
California
|
$652K
|
-$211K
|
-2,223
|
-26%
|
|
|
507
|
Trilogy Capital
Irvine,
California
|
$644K
|
-$9.38K
|
-99
|
-2%
|
|
|
508
|
NBT Bank
Norwich,
New York
|
$642K
|
+$49.3K
|
+520
|
+9%
|
|
|
509
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$641K
|
–
|
–
|
–
|
|
|
510
|
Appleton Partners
Boston,
Massachusetts
|
$640K
|
–
|
–
|
–
|
|
|
511
|
SouthState Corp
Winter Haven,
Florida
|
$639K
|
+$10K
|
+106
|
+2%
|
|
|
512
|
L.M. Kohn & Company
Cincinnati,
Ohio
|
$636K
|
+$1.99K
|
+21
|
+0.3%
|
|
|
513
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$631K
|
+$6.26K
|
+66
|
+1%
|
|
|
514
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$627K
|
–
|
–
|
–
|
|
|
515
|
Viewpoint Capital Management
Seattle,
Washington
|
$627K
|
–
|
–
|
–
|
|
|
516
|
Owen LaRue
Elizabethtown,
Kentucky
|
$624K
|
+$1.9K
|
+20
|
+0.3%
|
|
|
517
|
Private Portfolio Partners
Paramus,
New Jersey
|
$624K
|
+$95
|
+1
|
+0%
|
|
|
518
|
Total Wealth Planning
Cincinnati,
Ohio
|
$623K
|
+$63.6K
|
+671
|
+13%
|
|
|
519
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$623K
|
-$18.3M
|
-193,241
|
-97%
|
|
|
520
|
Evergreen Capital Management
Bellevue,
Washington
|
$619K
|
+$343K
|
+3,619
|
+157%
|
|
|
521
|
RhumbLine Advisers
Boston,
Massachusetts
|
$619K
|
+$205K
|
+2,160
|
+57%
|
|
|
522
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$617K
|
-$6.26K
|
-66
|
-1%
|
|
|
523
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$611K
|
–
|
–
|
–
|
|
|
524
|
Wintrust Investments
Chicago,
Illinois
|
$605K
|
-$21.9K
|
-231
|
-4%
|
|
|
525
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$599K
|
+$316K
|
+3,330
|
+139%
|
|
